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OfficeClip Contact Manager Reviews & Product Details

CB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about OfficeClip Contact Manager?

Office clip is very easy to setup. The ability to revise and customize fields provides great options/ways to setup a CRM system to meet your needs. The support team has been very supportive. Additionally, I have found the online help provides good information and there are a number of YouTube videos. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

I would like to have the ability to rename the categories Accounts. Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

Know your requirements and explore ways within OfficeClip to fulfill those requirements. Our company has added custom fields to contacts that enable us to have a specific way to track our information. An example is we needed to know if someone was retired. We added a custom field ourselves without OfficeClip customizing the application for us. The Retired custom field gives us the ability to track and report on a demographic within our contacts. We are also using campaigns to manage emails during our study groups. The capabilities in campaign include templates that give us the ability to easily send the emails in a newsletter/corporate campaign look and feel. Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

We were using spreadsheets on a shared drive. Moving to OfficeClip we have a common database that is always displays current information and changes. Review collected by and hosted on G2.com.

OfficeClip Contact Manager Overview

What is OfficeClip Contact Manager?

OfficeClip Contact Manager is a software that provides 360 degree view of the contact lifecycle. It provides teh following advantages: 1. Ability to capture leads from various sources (e.g. website forms) 2. Keep all contact related information in one place (activities, emails, documents etc.) 3. Design and send email campaigns and track its result 4. Create daily call list to periodically call prospects 5. Manage customer, account and opportunity information 6. Track time for projects done for customers 7. Track issues related to contacts and projects 8. Send invoices and accept payments online

OfficeClip Contact Manager Details
Languages Supported
English
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Product Description

OfficeClip Contact Manager is a software that keep contact related information at one place, it can share contacts easily with co-workers, track activities, related documents and create daily call list. The workflow module automates repeated tasks for each contacts and the invoice application allows sending invoices and receiving payments from customers.

How do you position yourself against your competitors?

OfficeClip is committed to creating applications that assist project groups in working together more efficiently.

* We produce applications which are flexible, easy to use and standardized.

* Design applications that can be easily configured to solve new business challenges.

* Create applications which are easily accessible by organizational members and clients.

* We constantly work on product improvements and new ideas for our customers.


Seller Details
Year Founded
2003
HQ Location
Atlanta, GA
Twitter
@OfficeClip
584 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®

SK D.
SD
Overview Provided by:
Architect @ OfficeClip

Recent OfficeClip Contact Manager Reviews

Pankaj S.
PS
Pankaj S.Small-Business (50 or fewer emp.)
4.0 out of 5
"Excellent"
considered easy to navigate, even for non-technical users, with clear layouts and straightforward function
GN
Ganesh N.Small-Business (50 or fewer emp.)
5.0 out of 5
"Office Workflow Automation"
Paperless and end-to-end workflow process
Dulanjali S.
DS
Dulanjali S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Manage yor organizational works with "OfficeClip Contact Manager"."
Ease of use. Excellent customer support team. User-friendly application. Simple interfaces. Secure. More features in one place.
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OfficeClip Contact Manager Media

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11 out of 12 Total Reviews for OfficeClip Contact Manager

4.8 out of 5
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OfficeClip Contact Manager Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Pankaj S.
PS
Operations Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about OfficeClip Contact Manager?

considered easy to navigate, even for non-technical users, with clear layouts and straightforward function Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

dashboard that shows usan overview on computer and mobile Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

Keep track of communication and sales history with notes, invoices, documents, tasks, call-lists and issues Review collected by and hosted on G2.com.

GN
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about OfficeClip Contact Manager?

Paperless and end-to-end workflow process Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

Probably the jorgans & look and feel could have been more attractive Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

Officeclip could able to provide all the contact information and supporting important documents at one place Review collected by and hosted on G2.com.

JM
Developer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about OfficeClip Contact Manager?

The interface of the product for the users is excellent, and the overall idea behind the product is what inspires me the most

Along with this, the overall timesheet product provided has helped us a lot to keep track of the activities among the team members

It allowed our teams to communicate and manage seamlessly amongst themselves and keep track of day to day activities Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

I think the responsiveness can be a little bit better, and the process of the creation of a customer login can be a little less complex from the backend, and the overall experience of the team to fill in the timesheet can be a little bit easier on the frontend part Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

I would strongly recommend the product to be used by others for various purposes like as a CRM tool for managing team using the timesheet application; it wouldn't disappoint and serves the purpose very well Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

The problem of teams with different domains to intercommunicate within themselves was solved by using the timesheets sharing facility of the product by exporting them

Easily manage contacts and use it as a CRM tool for official purposes along with the Timesheet application, which has helped our team to manage the tasks being taken up internally seamlessly with the entire log entries of what activity was done when and so on Review collected by and hosted on G2.com.

Dulanjali S.
DS
Associate Software Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about OfficeClip Contact Manager?

Ease of use.

Excellent customer support team.

User-friendly application.

Simple interfaces.

Secure.

More features in one place. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

User interfaces are simple but not much attractive. But any user can understand the procedure of the application. Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

As a current user of "OfficeClip Contact Manager," I can recommend this for your use. Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

Work with a team is a collaboration. As a team member and also sometimes as a team leader, I want to deal with my customers, also teammates. In that case, our organization is looking for good CRM and contact management software. After research so many applications, we found this great application. "OfficeClip Contact Manager" is very helpful for contact management, task tracking, time tracking, and so many things. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad
CT
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about OfficeClip Contact Manager?

CONTACT MANAGER PORTION, FITS LIKE A GLOVE FOR MY BUSIN ESS Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

ACTUALLY DON'T HAVE ANY DISLIKES CURRENTLY Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

ACTUALLY DON'T HAVE ANY DISLIKES . TECHICAL SUPPORT IS GREAT Review collected by and hosted on G2.com.

Joy M.
JM
Associate System Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about OfficeClip Contact Manager?

The interface of the product for the users is great Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

I think the responsiveness can be a little bit better rest all good Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

Easily manage contacts Review collected by and hosted on G2.com.

Verified User in Architecture & Planning
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about OfficeClip Contact Manager?

The user-friendly organization, the ability to have everything in one place, and the sharing options. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

The site is a little out-of-date. Could use a makeover or update to keep up with all the current similar tools. Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

Having multiple "platforms" in one space. Review collected by and hosted on G2.com.

LR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about OfficeClip Contact Manager?

Can easily assign activities to any individual contact, then later pull up that contact and see all activities that have been assigned to just that contact. Can set alarms to remind me that a meeting or other activity is coming up. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

Sometimes deleting an activity bumps you our of the screen you are on. Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

I use the Contact Manager. It enables me to know when activities are coming up with any contact I've entered into my list of contacts, plus the the history of activities involving that contact. Review collected by and hosted on G2.com.

Ken S.
KS
Business Owner
Transportation/Trucking/Railroad
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about OfficeClip Contact Manager?

Easy to use and very customizable. I have very little knowledge in creating and editing web based programs. OfficeClip makes it very easy to get the look and feel that I want. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

More color options would be nice. Very minor issue. Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

None Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

I use OfficeClip as an applicant tracking system for a small recruiting business. It offers all of the features that I need at an affordable force. Review collected by and hosted on G2.com.

Jude C.
JC
CEO
Information Technology and Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about OfficeClip Contact Manager?

The ease of administration and flexibility of the product has ensured that we can modify the product on an ongoing basis. This has helped the OfficeClip installation to evolve along with our needs.

End users adapt to the solution with no formal training, and this has allowed new joiners, to hit the ground running, while using unified, streamlined processes for sales acquisition. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

As such, the product evolve very quickly. The OfficeClip team is very responsive and has even added to the functionality based on our requests. This adaptive attitude of the team has made it hard for us to detail any aspect which we dislike. Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

Easy to use. Go right ahead and license OfficeClip. Review collected by and hosted on G2.com.

What problems is OfficeClip Contact Manager solving and how is that benefiting you?

We need to have a unified contact management, account management and opportunity management solution. OfficeClip scores high in all these aspects.

Ensuring that user rights are set on a centralized role based permission, was critical to ensure the confidentiality of the account handling process.

In addition, the OfficeClip synchronization with the Office calendaring system, has ensured that the sales team can easily schedule their meetings. Review collected by and hosted on G2.com.

Response from SK Dutta of OfficeClip Contact Manager

Thank you for the review. We appreciate it!